<div id="readability-page-1"><div><div><h2><strong>Japan rates and the AI connection</strong></h2><p>We’ve written extensively about the implications of the rise in Japan’s long end. This isn’t a local story, it carries global spillover risk. Notably, NVDA topped almost perfectly as the Japanese 10-year kicked off its latest explosive move.</p></div></div></div>

NVDA

<p>Japan rates and the AI connectionWe’ve written extensively about the implications of the rise in Japan’s long end. This isn’t a local story, it carries global spillover risk. Notably, NVDA topped almost perfectly as the Japanese 10-year kicked off its latest explosive move.</p>

- The article discusses the implications of rising long-term interest rates in Japan and their potential global impact.  
- It highlights the correlation between the surge in Japan's 10-year bond yields and the performance of NVIDIA (NVDA).  
- The piece emphasizes that this situation is not confined to Japan, suggesting broader financial risks.  

The Japan Rate Shock Is Hitting AI